Audit 311179

FY End
2023-09-30
Total Expended
$6.55M
Findings
6
Programs
10
Year: 2023 Accepted: 2024-07-01

Organization Exclusion Status:

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Contacts

Name Title Type
CSG5K4DFN6D6 Scott Russett Auditee
6162227064 Roxanne Page Auditor
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Notes to SEFA

Title: Basis of Presentation Accounting Policies: Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, Cost Principles for Nonprofit Organizations, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Agency has not elected not to use the 10% de minimis indirect costs rate allowed under the Uniform Guidance and has agreed upon indirect cost rates with each oversight agency. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate. The accompanying Schedule of Expenditures of Federal Awards (the Schedule) includes the federal award activity of Area Agency on Aging of Western Michigan, Inc. (Agency) under programs of the federal government for the year ended September 30, 2023. The information in this Schedule is presented in accordance with the requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Because the Schedule presents only a selected portion of the operations of the Agency, it is not intended to and does not present the financial position, related statements of activities and changes i net assets, functional expenses or cash flows of the Agency.
Title: Summary of Signficant Accounting Policies Accounting Policies: Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, Cost Principles for Nonprofit Organizations, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Agency has not elected not to use the 10% de minimis indirect costs rate allowed under the Uniform Guidance and has agreed upon indirect cost rates with each oversight agency. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate. Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, Cost Principles for Nonprofit Organizations, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Agency has not elected not to use the 10% de minimis indirect costs rate allowed under the Uniform Guidance and has agreed upon indirect cost rates with each oversight agency.
Title: Total Funding Summarized by Federal Program Accounting Policies: Expenditures reported on the Schedule are reported on the accrual basis of accounting. Such expenditures are recognized following the cost principles contained in the Uniform Guidance, Cost Principles for Nonprofit Organizations, wherein certain types of expenditures are not allowable or are limited as to reimbursement. The Agency has not elected not to use the 10% de minimis indirect costs rate allowed under the Uniform Guidance and has agreed upon indirect cost rates with each oversight agency. De Minimis Rate Used: N Rate Explanation: The auditee did not use the de minimis cost rate. See the Notes to the SEFA for table.

Finding Details

#2023-001 – Significant Deficiency in Internal Controls over Allowable Costs/Improper Payments Compliance Finding: Allowable Costs/Improper Payments Criteria: Costs charged to federal awards must meet certain general criteria as defined in the cost principles contained in 2 CFR Part 200. The basic guidelines include such requirements as: costs be necessary and reasonable for the administration of the program, be allocable under the cost principles, be accorded consistent treatment, be determined in accordance with generally accepted accounting principles, not be included as a cost used to meet matching requirements and be adequately documented, among other requirements. Further criteria are set forth as line items within the categories provided in contract and grant budgets. Condition/Cause: The Agency included a general ledger account in the calculation of cost reimbursement requests that represented the value of donated volunteer time. The value of donated time is recorded as in-kind support and in-kind expense in the general ledger. The value of donated services does not meet the standards of the cost principles. The Agency has documented procedures in place to review costs charged to federal awards; however, the procedures failed to identify this error. Questioned Costs: $26,200 Identification of How Questioned Costs Were Computed: Upon review of expenditures charged to the grants, a questioned cost was identified for costs relating to the donated volunteer time. Costs appear to be confined to one general ledger account that was included in cash request calculations. Of note, a portion of the questioned costs above includes charges to a grant outside of the major program (Federal Assistance Listing #93.052). Effect: An overstatement of expenditures for the grant was reported and submitted for reimbursement. Recommendation: • We recommend that the Agency enhance its procedures to promote future compliance with all cost principles in the regulations, as well as those outlined in contracts and grant agreements. • We recommend that the Agency separate in-kind donation accounts from account groupings that are used for grant billings. Views of Responsible Officials and Planned Corrective Actions: Management of the Agency concurs with the audit finding. The individual preparing the reports this year did not realize that the account was included in the group of accounts used for billings. Additional training will be provided, and management will perform a quality control review over future grant billings to ensure that costs meet the criteria defined by the regulations and included in contracts and grant agreements. The Agency’s CFO will implement a process to reconcile match amounts, on a monthly basis beginning July 2024, to insure compliance.
#2023-001 – Significant Deficiency in Internal Controls over Allowable Costs/Improper Payments Compliance Finding: Allowable Costs/Improper Payments Criteria: Costs charged to federal awards must meet certain general criteria as defined in the cost principles contained in 2 CFR Part 200. The basic guidelines include such requirements as: costs be necessary and reasonable for the administration of the program, be allocable under the cost principles, be accorded consistent treatment, be determined in accordance with generally accepted accounting principles, not be included as a cost used to meet matching requirements and be adequately documented, among other requirements. Further criteria are set forth as line items within the categories provided in contract and grant budgets. Condition/Cause: The Agency included a general ledger account in the calculation of cost reimbursement requests that represented the value of donated volunteer time. The value of donated time is recorded as in-kind support and in-kind expense in the general ledger. The value of donated services does not meet the standards of the cost principles. The Agency has documented procedures in place to review costs charged to federal awards; however, the procedures failed to identify this error. Questioned Costs: $26,200 Identification of How Questioned Costs Were Computed: Upon review of expenditures charged to the grants, a questioned cost was identified for costs relating to the donated volunteer time. Costs appear to be confined to one general ledger account that was included in cash request calculations. Of note, a portion of the questioned costs above includes charges to a grant outside of the major program (Federal Assistance Listing #93.052). Effect: An overstatement of expenditures for the grant was reported and submitted for reimbursement. Recommendation: • We recommend that the Agency enhance its procedures to promote future compliance with all cost principles in the regulations, as well as those outlined in contracts and grant agreements. • We recommend that the Agency separate in-kind donation accounts from account groupings that are used for grant billings. Views of Responsible Officials and Planned Corrective Actions: Management of the Agency concurs with the audit finding. The individual preparing the reports this year did not realize that the account was included in the group of accounts used for billings. Additional training will be provided, and management will perform a quality control review over future grant billings to ensure that costs meet the criteria defined by the regulations and included in contracts and grant agreements. The Agency’s CFO will implement a process to reconcile match amounts, on a monthly basis beginning July 2024, to insure compliance.
#2023-001 – Significant Deficiency in Internal Controls over Allowable Costs/Improper Payments Compliance Finding: Allowable Costs/Improper Payments Criteria: Costs charged to federal awards must meet certain general criteria as defined in the cost principles contained in 2 CFR Part 200. The basic guidelines include such requirements as: costs be necessary and reasonable for the administration of the program, be allocable under the cost principles, be accorded consistent treatment, be determined in accordance with generally accepted accounting principles, not be included as a cost used to meet matching requirements and be adequately documented, among other requirements. Further criteria are set forth as line items within the categories provided in contract and grant budgets. Condition/Cause: The Agency included a general ledger account in the calculation of cost reimbursement requests that represented the value of donated volunteer time. The value of donated time is recorded as in-kind support and in-kind expense in the general ledger. The value of donated services does not meet the standards of the cost principles. The Agency has documented procedures in place to review costs charged to federal awards; however, the procedures failed to identify this error. Questioned Costs: $26,200 Identification of How Questioned Costs Were Computed: Upon review of expenditures charged to the grants, a questioned cost was identified for costs relating to the donated volunteer time. Costs appear to be confined to one general ledger account that was included in cash request calculations. Of note, a portion of the questioned costs above includes charges to a grant outside of the major program (Federal Assistance Listing #93.052). Effect: An overstatement of expenditures for the grant was reported and submitted for reimbursement. Recommendation: • We recommend that the Agency enhance its procedures to promote future compliance with all cost principles in the regulations, as well as those outlined in contracts and grant agreements. • We recommend that the Agency separate in-kind donation accounts from account groupings that are used for grant billings. Views of Responsible Officials and Planned Corrective Actions: Management of the Agency concurs with the audit finding. The individual preparing the reports this year did not realize that the account was included in the group of accounts used for billings. Additional training will be provided, and management will perform a quality control review over future grant billings to ensure that costs meet the criteria defined by the regulations and included in contracts and grant agreements. The Agency’s CFO will implement a process to reconcile match amounts, on a monthly basis beginning July 2024, to insure compliance.
#2023-001 – Significant Deficiency in Internal Controls over Allowable Costs/Improper Payments Compliance Finding: Allowable Costs/Improper Payments Criteria: Costs charged to federal awards must meet certain general criteria as defined in the cost principles contained in 2 CFR Part 200. The basic guidelines include such requirements as: costs be necessary and reasonable for the administration of the program, be allocable under the cost principles, be accorded consistent treatment, be determined in accordance with generally accepted accounting principles, not be included as a cost used to meet matching requirements and be adequately documented, among other requirements. Further criteria are set forth as line items within the categories provided in contract and grant budgets. Condition/Cause: The Agency included a general ledger account in the calculation of cost reimbursement requests that represented the value of donated volunteer time. The value of donated time is recorded as in-kind support and in-kind expense in the general ledger. The value of donated services does not meet the standards of the cost principles. The Agency has documented procedures in place to review costs charged to federal awards; however, the procedures failed to identify this error. Questioned Costs: $26,200 Identification of How Questioned Costs Were Computed: Upon review of expenditures charged to the grants, a questioned cost was identified for costs relating to the donated volunteer time. Costs appear to be confined to one general ledger account that was included in cash request calculations. Of note, a portion of the questioned costs above includes charges to a grant outside of the major program (Federal Assistance Listing #93.052). Effect: An overstatement of expenditures for the grant was reported and submitted for reimbursement. Recommendation: • We recommend that the Agency enhance its procedures to promote future compliance with all cost principles in the regulations, as well as those outlined in contracts and grant agreements. • We recommend that the Agency separate in-kind donation accounts from account groupings that are used for grant billings. Views of Responsible Officials and Planned Corrective Actions: Management of the Agency concurs with the audit finding. The individual preparing the reports this year did not realize that the account was included in the group of accounts used for billings. Additional training will be provided, and management will perform a quality control review over future grant billings to ensure that costs meet the criteria defined by the regulations and included in contracts and grant agreements. The Agency’s CFO will implement a process to reconcile match amounts, on a monthly basis beginning July 2024, to insure compliance.
#2023-001 – Significant Deficiency in Internal Controls over Allowable Costs/Improper Payments Compliance Finding: Allowable Costs/Improper Payments Criteria: Costs charged to federal awards must meet certain general criteria as defined in the cost principles contained in 2 CFR Part 200. The basic guidelines include such requirements as: costs be necessary and reasonable for the administration of the program, be allocable under the cost principles, be accorded consistent treatment, be determined in accordance with generally accepted accounting principles, not be included as a cost used to meet matching requirements and be adequately documented, among other requirements. Further criteria are set forth as line items within the categories provided in contract and grant budgets. Condition/Cause: The Agency included a general ledger account in the calculation of cost reimbursement requests that represented the value of donated volunteer time. The value of donated time is recorded as in-kind support and in-kind expense in the general ledger. The value of donated services does not meet the standards of the cost principles. The Agency has documented procedures in place to review costs charged to federal awards; however, the procedures failed to identify this error. Questioned Costs: $26,200 Identification of How Questioned Costs Were Computed: Upon review of expenditures charged to the grants, a questioned cost was identified for costs relating to the donated volunteer time. Costs appear to be confined to one general ledger account that was included in cash request calculations. Of note, a portion of the questioned costs above includes charges to a grant outside of the major program (Federal Assistance Listing #93.052). Effect: An overstatement of expenditures for the grant was reported and submitted for reimbursement. Recommendation: • We recommend that the Agency enhance its procedures to promote future compliance with all cost principles in the regulations, as well as those outlined in contracts and grant agreements. • We recommend that the Agency separate in-kind donation accounts from account groupings that are used for grant billings. Views of Responsible Officials and Planned Corrective Actions: Management of the Agency concurs with the audit finding. The individual preparing the reports this year did not realize that the account was included in the group of accounts used for billings. Additional training will be provided, and management will perform a quality control review over future grant billings to ensure that costs meet the criteria defined by the regulations and included in contracts and grant agreements. The Agency’s CFO will implement a process to reconcile match amounts, on a monthly basis beginning July 2024, to insure compliance.
#2023-001 – Significant Deficiency in Internal Controls over Allowable Costs/Improper Payments Compliance Finding: Allowable Costs/Improper Payments Criteria: Costs charged to federal awards must meet certain general criteria as defined in the cost principles contained in 2 CFR Part 200. The basic guidelines include such requirements as: costs be necessary and reasonable for the administration of the program, be allocable under the cost principles, be accorded consistent treatment, be determined in accordance with generally accepted accounting principles, not be included as a cost used to meet matching requirements and be adequately documented, among other requirements. Further criteria are set forth as line items within the categories provided in contract and grant budgets. Condition/Cause: The Agency included a general ledger account in the calculation of cost reimbursement requests that represented the value of donated volunteer time. The value of donated time is recorded as in-kind support and in-kind expense in the general ledger. The value of donated services does not meet the standards of the cost principles. The Agency has documented procedures in place to review costs charged to federal awards; however, the procedures failed to identify this error. Questioned Costs: $26,200 Identification of How Questioned Costs Were Computed: Upon review of expenditures charged to the grants, a questioned cost was identified for costs relating to the donated volunteer time. Costs appear to be confined to one general ledger account that was included in cash request calculations. Of note, a portion of the questioned costs above includes charges to a grant outside of the major program (Federal Assistance Listing #93.052). Effect: An overstatement of expenditures for the grant was reported and submitted for reimbursement. Recommendation: • We recommend that the Agency enhance its procedures to promote future compliance with all cost principles in the regulations, as well as those outlined in contracts and grant agreements. • We recommend that the Agency separate in-kind donation accounts from account groupings that are used for grant billings. Views of Responsible Officials and Planned Corrective Actions: Management of the Agency concurs with the audit finding. The individual preparing the reports this year did not realize that the account was included in the group of accounts used for billings. Additional training will be provided, and management will perform a quality control review over future grant billings to ensure that costs meet the criteria defined by the regulations and included in contracts and grant agreements. The Agency’s CFO will implement a process to reconcile match amounts, on a monthly basis beginning July 2024, to insure compliance.